Position in PLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$376,200
+$22,487 QoQ
Shares Held
2,777
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,174
of 1,716 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BankPlus Wealth Management LLC holds $717,463 across 2 REIT - Industrial names. PLD ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
2,777 | $376,200 | |
| 2 | EGP |
Eastgroup Properties Inc
|
1,685 | $341,263 |
All Filings in PLD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,200 | 2,777 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $353,713 | 2,676 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $407,873 | 3,195 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $377,686 | 3,298 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $313,572 | 2,983 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $312,117 | 2,792 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $268,160 | 2,537 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||